Ep #09: Proactive Planning to Be Prepared for Uncertainty with Brian Eberhardt and Amy D'Amico

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic, his wife Amy D'Amico, President and Managing Partner at Fidato Wealth, and Brian Eberhardt, Lead Wealth Advisor at Fidato Wealth. Listen in as the three talk about the importance of having a rainy day fund so that your clients and your team can feel confident and comfortable that they will be supported. You can find show notes and more information by clicking here: https://bit.ly/3atg0Vh

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This episode is 48 minutes long.

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This episode was published on August 28, 2020.

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